April 2019
Strategy
Nothing compares to EU

Currently one of the financial world's most unloved regions, we look at the sectors that are unique to Europe and how the persistent pessimism has presented attractive opportunities…

Fund Research
JPMorgan European Smaller Companies

With a rebalanced portfolio, JPMorgan European Smaller Companies (JESC) offers a balanced portfolio poised for rising market volatility...

Fund Research
Henderson EuroTrust

Henderson EuroTrust (HNE) has a strong track record and the new manager shares all the hallmarks of his predecessor...

Fund Research
BlackRock Greater Europe

Under a new management structure, BRGE aims to generate capital growth from all-cap companies listed in Europe...

News & Events
Flash update - ICG Enterprise: Final results

Brief review of ICG Enterprise's 31st January Final results, announced 15 April 2019...

People
Art meets science

Carl Harald Jansen explains how his experiences in science and business blend seamlessly in his management of International Biotechnology Trust...

Fund Research
Finsbury Growth & Income

Fund manager Nick Train ignores the benchmark entirely - investing in companies which he believes will perform well...

Fund Research
Witan

Witan follows a highly active ‘manager of managers’ approach, using a range of third-party managers to gain exposure to global equity markets...

Features
Investing in equities: the world of the optimist

2018 was the fifth worst year in 40 years for UK equity markets. Does UK Equities Fund manager Ciaran Mallon think there is room for more optimism as we move into 2019?

Features
Cautious, but confident

With the macroeconomic backdrop arguably weaker than it was at the start of last year, Fixed Interest Fund Manager Rhys Davies discusses why he is cautious – but confident – in his approach...

Features
Invesco
Optimistic investing in a challenging market

Invesco's Mark Barnett discusses the outlook for UK equities amidst challenging macroeconomic conditions...

Strategy
Because they're worth it

With the rise of the passives putting more pressure on fees than ever before, we argue that performance fees could be the key to encouraging truly active investment trust managers...

Fund Research
AVI Japan Opportunity Trust

AJOT invests in Japanese small caps, taking advantage of extremely low valuations and using shareholder activism...

Fund Research
JPMorgan Japanese Investment Trust

JPMorgan Japanese (JFJ) aims to maximise capital growth from a portfolio of high-quality companies in Japan...

Fund Research
Mobius Investment Trust

MMIT invests in small and mid-caps in emerging and frontier markets, aiming to generate total returns of 12-15%...

Strategy
Nice guys finish first

We review the rise of ESG, its impact on investment trusts, and the various ways ESG has evolved in the trust world...

Strategy
ESG: Values-based

Here we explain what values-based ESG investing is and how managers apply this type of strategy to their trusts...

Strategy
ESG: Impact

Here we explain what impact ESG investing is and how managers apply this type of strategy to their trusts...

Strategy
ESG: Integration

Here we explain what ESG integration is and how managers apply this type of strategy to their trusts...

Fund Research
BlackRock Throgmorton Trust

Dan Whitestone offers a growth-orientated portfolio of UK small and mid caps, using both long and short positions...

Features
New 'Brexit' trust seeks £100m

We hear from the founders of a new trust designed to exploit opportunities created by Brexit...

March 2019
Fund Research
Allianz Technology Trust

A very actively managed specialist trust, with one of the most experienced technology investment teams in the world at the helm...

Strategy
NEVeR MiND tHE B*LL*CKS

We cut through the histrionics and discover, with surprising results, what life has really been like for British investors since David Cameron put it to 'the people'....

Fund Research
Oakley Capital Investments

Aiming for long term capital appreciation through investments in Oakley Capital Private Equity Limited Partnerships.

Fund Research
Impax Environmental Markets

With global populations rising, IEM invests in companies that help humanity achieve more with less...

Fund Research
Invesco Income Growth Trust

A well established equity income fund with a strong emphasis on the sustainability of dividends and a cautious approach to macro bets...

People
Race ready

Clare Dobie explains how the board upon which she sits set about transforming the once sluggish Alliance Trust into a sleek hulled racing clipper...

Features
James Anderson: Venturing further

The joint manager of Scottish Mortgage Investment Trust talks about why private companies offer more promising new opportunities than their public counterparts...

Fund Research
Mercantile Investment Trust

This UK focused trust has the lowest OCF in the sector and is also trading on a discount wider than average...

Fund Research
The Renewables Infrastructure Group

Seeks to provide investors with long-term, stable dividends whilst preserving the capital value of its investment portfolio...

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Current Site Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.